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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Freestate Advisors LLC

Quarter ended Q4 2024 · Filed January 14, 2025 · Accession 0001660328-25-000001

Total Value
$96.7M
Positions
37
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (37)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR SER TR78464A508350,164$17.9M18.51%
2ISHARES TR464288638254,835$13.1M13.57%
3SCHWAB STRATEGIC TR808524805518,020$9.6M9.91%
4SPDR S&P 500 ETF TRSPY15,531$9.1M9.41%
5ISHARES TR46428722688,822$8.6M8.90%
6ISHARES TR46434V407184,626$7.9M8.13%
7VANGUARD INDEX FDS92290836314,595$7.9M8.13%
8SPDR SER TR78468R66356,918$5.2M5.38%
9ISHARES TR46428745725,723$2.1M2.18%
10AMERICAN CENTY ETF TR02507287718,614$1.8M1.86%
11SCHWAB STRATEGIC TR80852479762,408$1.7M1.76%
12SPDR SER TR78464A37551,151$1.7M1.73%
13ISHARES TR46434V62125,659$1.6M1.63%
14APPLE INCAAPL3,905$977,9411.01%
15AMERICAN CENTY ETF TR0250723079,777$974,8021.01%
16LEGG MASON ETF INVT52468L50520,065$612,3910.63%
173M COMMM4,104$529,7700.55%
18INTERNATIONAL BUSINESS MACHSINTR2,121$466,2590.48%
19ISHARES TR46436E7184,407$442,1400.46%
20SPDR DOW JONES INDL AVERAGE78467X109999$425,0750.44%
21AT&T INCT-PC16,601$378,0050.39%
22VERIZON COMMUNICATIONS INCVZ9,129$365,0500.38%
23VANGUARD SCOTTSDALE FDS92206C4094,598$358,6840.37%
24JPMORGAN CHASE & CO.VYLD1,457$349,2700.36%
25ISHARES TR46434V4568,936$331,7030.34%
26AMAZON COM INCAMZN1,295$284,1100.29%
27FIDELITY COVINGTON TRUST3160926185,854$282,4530.29%
28VANGUARD MALVERN FDS9220208055,516$267,0830.28%
29VANGUARD INTL EQUITY INDEX F9220428585,988$263,7030.27%
30DEERE & CODE570$241,4120.25%
31INTERNATIONAL PAPER CO4601461034,413$237,5080.25%
32WHIRLPOOL CORPWHR-PA1,993$228,1140.24%
33DOW INCDOW5,033$201,9740.21%
34COHEN & STEERS TOTAL RETURN19247R10312,888$149,2430.15%
35NUVEEN PFD & INCOME OPPORTUNNU12,494$98,2060.10%
36XAI OCTAGN FLT RAT & ALT INM98400T10611,498$76,3480.08%
37OXFORD LANE CAP CORPOXLCZ14,454$73,2820.08%